In today's market, over $15 trillion has been invested in more than three million indices. With increasing product complexity and growing pressure to meet compliance and fiduciary standards, how do investment professionals select the best products for their clients? What gives clients the confidence that their best interest is being represented?
Join Laurence Black, founder of The Index Standard® and an index advisor to Robert J. Shiller, Sterling Professor of Economics at Yale University. to learn about custom risk control indices that are now widely used in annuities and structured products. The presentation focuses on the market size for the indices, critically it features a section covering how the risk control mechanism works. The presentation then covers the benefits of this feature. Finally, the presentation has a section on how to select indices by adopting a forward-looking mindset and reminds participants that just looking at the past is not optimal, as past performance is indicative of future performance.